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Drops and Refunds:

Students adhere to the drop and refund policies and deadlines of their home university.

Fall 2019 Course Information

Fundamentals for Family Financial Planning

University:

Oklahoma State University

Course Number:

HS 5303

Credit Hours:

3 credit hours - $580 per credit

Start/End Dates:

August 19, 2019 - December 06, 2019

Course Description

This course focuses on issues and concepts related to the overall financial planning process and establishing client-planner relationships. Students explore services provided to families, documentation required, and client and Certified Financial Planner™ licensee responsibilities. Students develop competencies for gathering of client data, determining goals and expectations, and assessing the client's financial status by analyzing and evaluating data. Emerging issues and the role of ethics in financial planning are an integral part of the course.

The OSU campus coordinator, Karla Sisco, will contact students approximately three weeks prior to the beginning of a semester with preliminary information, and again one week prior to the beginning of the semester with login name and password. OSU's online courses are facilitated by Canvas.

Members of the Great Plains IDEA are universities accredited by a regional accrediting agency recognized by the U.S. Department of Education. Member universities recruit, admit and graduate students, teach in an academic program and contribute to the leadership and maintenance of the alliance. Membership in the alliance is a selective process that engages institutional leadership at all levels.